Cadiz Property Income Fund
The Cadiz Property Income Fund enables you to earn a regular, tax-efficient, annuity income – where the payments can increase each year and you can potentially earn unlimited capital growth from a property portfolio.
WHO THE PRODUCT MAY BE SUITABLE FOR
- Any South-African resident (such as a natural person, retirement fund, trust or company) who needs an income and would like to grow their capital.
- Individual investors who wish to take advantage of the favourable tax treatment of Section 10A of the Income Tax Act.
- Retirement funds and non-profit companies who wish to make a tax-free investment.
- Companies, close corporations, and trusts can invest, but they don’t benefit from the favourable tax treatment of Section 10A.
Provides investors with:
- A monthly income that increases annually;
- The ability to enjoy capital growth from a growing property portfolio
- An open-ended investment with a re-investment bonus every five years
- Minimal taxation on your annuity income